Amplius Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,124 shares of VOO stock, worth $1.24 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,124

Previous 2,106 0.85%

Holding current value

$1.24 Million

Previous $1.13 Million 4.32%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$507.05 - $563.67 $9,126 - $10,146	18 Added 0.85%	2,124 $1.09 Million
Q4 2024 Jan 16, 2025	BUY	$521.84 - $558.82 $1,565 - $1,676	3 Added 0.14%	2,106 $1.13 Million
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $342,144 - $379,944	720 Added 52.06%	2,103 $1.11 Million
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $129,687 - $145,367	-302 Reduced 17.92%	1,383 $664,000
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $377 - $438	1 Added 0.06%	1,685 $736,000
Q2 2023 Jul 26, 2023	BUY	$371.44 - $407.28 $625,504 - $685,859	1,684 New	1,684 $685,000
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $103,329 - $118,597	-270 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $106,436 - $118,532	270 New	270 $117,000

Others Institutions Holding VOO

# of Institutions

3,682

Shares Held

531M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Amplius Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History